She's Fully Funded™ | Internal Document
60-Day Orientation Plan
Setter / Funding Assistant Role — New Day For You Financial
Designed to build confidence, competency, and culture alignment by Day 60.
Phase 1: Foundation (Wk 1–2)
Phase 2: Product & Client (Wk 3–4)
Phase 3: Execution (Wk 5–6)
Phase 4: Independence (Wk 7–8)
Success Benchmarks
Competency Areas
60+
Days of Training
8
Structured Weeks
3
Check-In Milestones
The 3
C's Framework Mastery
Phase 1
Foundation — Know the Company, Culture & Systems
Week 1
Brand, Mission & Identity
01
- Review company overview: Who we are, who we serve, and WHY — business owners, real estate investors, nonprofits
- Study the She's Fully Funded™ brand: taglines, tone, messaging pillars, and brand colors
- Learn the 3 C's of Funding framework: Credit, Cash, Collateral — inside and out
- Read through all offer tiers: 5-Day Challenge → Funding Academy → Club → Capital Accelerator → Private Advisory
- Review the client ascension path — understand how a lead becomes a high-ticket client
- Meet the team: Miranda (Ops), review org chart, understand your role in the hierarchy
- Listen to 3 episodes of the OPM Podcast to absorb tone and language Katrina uses with clients
Week 2
Systems, Tools & Process Flow
02
- Get full access to all tools: CRM, email platform, calendar, funding pipeline tracker
- Walk through the NDFY Funding Kanban — understand all 12 status columns and 7 funding types
- Familiarize yourself with SalesApe.ai — understand how the AI sales agent works alongside your role
- Shadow the call center BPO process — understand how leads are handled end-to-end
- Review SOPs for lead intake, client communication cadence, and follow-up sequences
- Learn Katrina's scheduling preferences and how to manage her calendar and priorities
- Complete Week 1–2 self-assessment quiz (provided by Ops Manager)
Phase 2
Product & Client Knowledge — Know What We Sell & Who We Serve
Week 3
Funding Products Deep Dive
03
- Study business credit products: tradelines, business credit cards, SBA loans, revenue-based financing
- Learn home equity products: HEA, HELOC, HELOAN — differences, use cases, client eligibility
- Study top HEI lenders: Point, Hometap, Unlock, Unison, Splitero — what they offer and who qualifies
- Review the 6 Loan-to-Revenue strategies from the CEO Funding Workshop
- Understand how banking experience translates — and where NDFY's approach differs from traditional lending
- Learn the Cinderella Profile™ — understanding the ideal funding candidate
Week 4
Client Journey & Setter Role
04
- Shadow 5–10 real sales or strategy calls (live or recorded) — listen for how objections are handled
- Learn the setter's role: qualifying leads, booking strategy calls, handling pre-call prep
- Study call scripts and outreach templates — practice reading them aloud until natural
- Learn the top 10 client objections and approved responses
- Learn how to qualify a lead using the 3 C's: pull credit context, assess cash flow, evaluate collateral
- Understand referral partner relationships: CPAs, coaches, real estate investors, HEI lenders
Phase 3
Live Execution — Do the Work with Supervision
Week 5
Supervised Lead Management
05
- Begin handling real lead inquiries under supervision — respond to inbound messages and book calls
- Own a portion of the Kanban pipeline — update statuses, track notes, flag issues to Miranda
- Draft outreach and follow-up emails using brand templates — submit for review before sending
- Manage Katrina's booking calendar — confirm calls, send reminders, prep client files before sessions
- Run daily status check-ins with Miranda — flag any blockers, questions, or escalations
- Keep a daily activity log — calls booked, leads qualified, tasks completed
Week 6
Expanded Responsibilities
06
- Conduct first solo qualified intake calls — Katrina or Miranda available for debrief after each
- Begin supporting coordination of Funding Academy or Club onboarding as needed
- Identify a process gap or inefficiency and present a proposed solution to Miranda
- Review and respond to community/Skool inquiries with approved messaging
- Assist in preparing client files and pre-call research for Katrina's strategy sessions
- Track your own KPIs: calls booked per week, show rate, lead-to-call conversion
Phase 4
Independence & Growth — Operate with Confidence
Week 7
Independent Execution
07
- Handle full setter workflow independently: qualify, book, prep, follow up — minimal check-ins required
- Own your section of the pipeline with accountability to weekly metrics
- Begin supporting referral partner outreach — follow up with CPAs, coaches, HEI lender contacts
- Contribute to one internal process improvement or documentation project
- Support one marketing or content initiative (webinar coordination, challenge logistics, etc.)
- Build personal client relationship skills — notes, follow-up touches, relationship memory
Week 8
60-Day Evaluation & Path Forward
08
- Complete 60-Day Self-Assessment — rate your own performance in each competency area
- Present your KPI summary to Katrina: calls booked, show rates, pipeline movement, wins
- Share one idea for how to better serve NDFY clients or improve the setter process
- Formal 60-Day Review with Katrina — feedback in both directions, path forward discussion
- Establish 90-Day goals together — what does success look like in the next quarter?
- Celebrate your first 60 days — you are now a fully operational member of the NDFY team
Benchmarks
60-Day Success Metrics
By Day 14
Foundational Competency
- Can explain the 3 C's of Funding clearly
- Knows all five offer tiers and the ascension path
- Navigates CRM and Kanban without help
- Understands how SalesApe and BPO work
- Sounds like the brand on every communication
By Day 30
Execution Ready
- Can qualify a lead using the 3 C's framework
- Booking 5–10 strategy calls per week
- Handling outreach and follow-up independently
- Knows objections and how to respond
- Passed the role-play qualification call check-in
By Day 60
Fully Operational
- Operating setter workflow with minimal supervision
- Hitting weekly call-booking targets consistently
- Contributing ideas to improve the process
- Actively supporting referral partner outreach
- Ready to discuss 90-day goals and growth path
Evaluation
Competency Assessment Areas
